Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,824 | $53,128-64.6% | $86,582-78.3% | $70,126-73.2% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 26.73% | 27.66%-0.9pp | 965.08%-938.4pp | 73.15%-46.4pp |
| Employer contribution / active EE | $169 | $2,068-91.8% | $2,839-94.1% | $2,343-92.8% |
| Participant deferral / active EE | $1,630 | $2,695-39.5% | $3,609-54.8% | $3,332-51.1% |
| Admin fee / account holder | $336 | $3,584-90.6% | $4,904-93.2% | $4,645-92.8% |